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Investment Counselor (Financial Advisor Alternative)

Date Posted: Jun 23, 2026
Yearly: £ - £

Job Detail

  • location_on
    Location Vancouver, Washington, United States of America
  • desktop_windows
    Job Type: Any
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Sep 23, 2026

Job Description

Overview

Fisher Investments is seeking an Investment Counselor to manage a roster of high-net-worth clients. This role focuses on client relationships without the need for prospecting, allowing you to provide exceptional service and advice, backed by a team of internal experts and a strong commitment to client interests as a fee-only fiduciary firm.

Key responsibilities

  • Build and maintain trusting relationships with clients
  • Educate clients on portfolio strategies and market events
  • Proactively connect with clients quarterly to review asset allocation
  • Collaborate with internal teams to enhance client service
  • Gradually build a roster of high-net-worth clients within the first year

Required skills

  • 2+ years of experience in client relationship management within finance
  • Series 65 (assistance provided to obtain)
  • Bachelor's degree or equivalent work experience
  • Consultative approach with a strong client focus

What the company offers

  • Compensation range of $85,000 - $135,000 base salary
  • Discretionary bonus based on firm and individual performance
  • 100% paid medical, dental, and vision premiums for employees and dependents
  • 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO plus 10 paid holidays
  • Family Support programs including paid caregiver leave and fertility assistance
  • Learning and development framework customized for employees
  • Great Place to Work Certification

Skills Required

Company Overview

United States of America

Fisher Investments is a privately held, multi-billion-dollar global investment firm focused on improving the investment universe. The firm takes pride in its inclusive culture and offers tailored learning and development opportunities for its employe... Read More

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